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William Joseph Roberts

Cws Financial Advisors LLC

Kalamazoo, MI

CRD 7400719

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Employer firm

Cws Financial Advisors LLC CRD 297000

$1.33B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Cws Financial Advisors Llc

405 West Michigan Avenue Suite 110, Kalamazoo, MI 49007 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2021-06-23
  • MI RA
    APPROVED
    Since 2021-06-23

Branch Locations

405 West Michigan Avenue Suite 110, Kalamazoo, MI 49007 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cws Financial Advisors Llc Kalamazoo MI 06/2021 Present
Pnc Wealth Management Kalamazoo MI 06/2017 05/2021
Pnc Wealth Management Kalamazoo MI 06/2016 05/2017
  • 06/2021 → Present
    Cws Financial Advisors Llc
    Kalamazoo, MI
  • 06/2017 → 05/2021
    Pnc Wealth Management
    Kalamazoo, MI
  • 06/2016 → 05/2017
    Pnc Wealth Management
    Kalamazoo, MI
Designations
  • Certified Financial Planner
Other Names
  • Will Roberts

View on SEC IAPD

Nearby Firms

SLEEPING GIANT CAPITAL, LLC
MORGAN STANLEY
AMERIPRISE FINANCIAL SERVICES, LLC

Nearby Investors

THOMAS J SCAMPINI
ROBERT F TIGHE
Matthew Adam Kokinis

Nearby Offices

SLEEPING GIANT CAPITAL, LLC · KALAMAZOO, MI
MORGAN STANLEY · KALAMAZOO, MI
AMERIPRISE FINANCIAL SERVICES, LLC · Kalamazoo, MI

More in Kalamazoo, MI

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